Let’s be real.
Most founders don’t really have a financial system. What they have is a spreadsheet (or five), a gut feeling, and a prayer.
You’ve built out your operations. You’ve got G Suite humming, ClickUp keeping your team organized, QuickBooks logging your transactions. But when it comes to understanding your actual cash, what’s available? What’s coming in? What’s going out? You’re practically married to Excel trying to figure it all out.
That’s not a system. That’s survival mode.
And it’s time for something better.
The Modern SMB Tech Stack (And Its Glaring Hole)
Today’s small businesses are more tech-enabled than ever. The tools are there. The stacks are solid.
Let’s look at the essentials most founder-led teams are already using:
Each one solves a key operational problem. But still, there’s no real system to give you a clear view of your true, real-time cash position.
Yes, QuickBooks has reports. But reports aren’t reality. They're what happened, not what's happening or about to happen.
And spreadsheets? They were the hack… until they became the headache.
Spreadsheets Got You This Far. Now They’re Just Holding You Back
Most businesses still manage cash flow in spreadsheets, or worse, not at all.
Spreadsheets are:
- Outdated the moment you close them
- Prone to human error and disconnected from reality
- Time-consuming to update and hard to trust
Even if you’re great at modeling or forecasting, chances are you don’t touch that spreadsheet often enough to make it useful in the day-to-day.
You built your ops stack. You built your sales stack. So why are you still DIY’ing your cash clarity in a spreadsheet?
It’s not your fault. Until now, there’s been no place in the stack that handles real-time, operational cash visibility. That’s why we built CashGPS.
Meet the Missing Piece of the Stack: CashGPS
CashGPS doesn’t replace your accountant or your books. It sits next to QuickBooks, G Suite, and ClickUp. It finally gives you the visibility you need to run your business with clarity.
The difference…
Real-Time Visibility: No more waiting for month-end or reconciling reports. Know where your cash stands at any moment. Bank balances, credit cards, bills, budget… all of it.
Live Budget vs. Actuals: See how spending aligns with your plan. Adjust on the fly. No more spreadsheet updates or late-night math sessions.
Forecasting You Can Trust: CashGPS models out your trajectory based on actual behaviors, not just static numbers. It’s like having GPS for your finances.
Built for Founders, Not Finance Pros: This isn’t another dashboard built for CPAs. It’s for business owners who want clarity without needing a degree in accounting.
A Tech Stack That Actually Works (In Real Life)
Let’s say you’re a founder running a growing business:
- You live in G Suite for email, calendar coordination, file sharing
- You manage projects and priorities in ClickUp
- Your bookkeeper or accountant logs everything into QuickBooks
- But when it’s time to make a big spend decision or see if you're going to make payroll next month?
You’re stuck.
That’s where CashGPS comes in. It completes the stack with a tool made for you. The one calling the shots, paying the bills, and losing sleep over the numbers.
“CashGPS makes your finances feel as clear and intuitive as your ClickUp tasks or your Gmail inbox.”
TL;DR: Stop Flying Blind
The old stack was about getting things done.
The new stack is about doing them smarter, with visibility, confidence, and systems that actually talk to each other.
Communication: G Suite
Collaboration: ClickUp
Bookkeeping: QuickBooks
Real-time cash clarity: CashGPS
That’s the recipe you can’t go wrong with.
Add CashGPS to Your Stack Today
Don’t wait for a cash crunch to realize you were flying blind. CashGPS will give you the clarity you’ve been missing and the confidence to move forward.
